{"id":15147,"date":"2018-05-25T22:22:40","date_gmt":"2018-05-26T02:22:40","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/17\/families-categories\/"},"modified":"2022-11-15T18:42:19","modified_gmt":"2022-11-15T18:42:19","slug":"families-categories","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2018\/05\/25\/families-categories\/","title":{"rendered":"Families (categories)"},"content":{"rendered":"\n

In Collabox, you can use color codes called families (or categories) to help you find your projects, appointments and tasks. It is up to you to associate a color with a family description.<\/span><\/p>\n\n

Configure families (categories)<\/h3>\n\n

First go to your main menu and select “Calendar”.<\/span><\/p>\n\n

\"\"<\/figure><\/div>\n\n

<\/p>\n\n

Then click on “Categories (Families)” in the left menu.<\/span><\/p>\n\n

\"\"<\/figure><\/div>\n\n

You will arrive on the page Configuration of calendar categories (Families).<\/em> Category colors are determined by default. However, if you want to change them, you can click on the white boxes under the section Color<\/em> . Next, name the categories and then determine if these are billable hours or not. Push the button Record<\/em> at the bottom of the page to finalize the changes.<\/span><\/p>\n\n

Note: The box Non-billable<\/em> is mainly used to view, in the tab Listing<\/em> of the calendar, the total of the hours billed and those that are not billed.<\/span><\/p>\n\n

\"\"<\/figure><\/div>\n\n

Page Configuring calendar categories (Families)<\/em><\/span><\/strong><\/span><\/p>\n\n

Use of families<\/h3>\n\n

Your families, once created, will be found in the following three forms: projects, appointments and tasks. If, for example, you create a project and assign it the category In progress<\/em> , green in color, your project will be displayed in green in the calendar. The same goes for appointments and tasks.<\/span><\/p>\n\n

\"\"<\/figure><\/div>\n\n

<\/span><\/strong><\/span><\/p>\n\n

Project form<\/span><\/strong><\/span><\/p>\n\n

The project will appear in your calendar as follows:<\/span><\/p>\n\n

\"\"<\/figure><\/div>\n\n

Calendar of projects<\/span><\/strong><\/span><\/p>\n\n

With families, you will find more quickly what you are looking for and better visualize your different occupations. They will become a particularly pleasant tool to use.<\/span><\/p>\n\n

Watch several video tutorials on our Youtube channel<\/a> and visit our Tips and Tricks section in the Blog<\/a> to continue your Collabox configuration! <\/p>\n\n

If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n

info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"

In Collabox, you can use color codes called families (or categories) to help you find your projects, appointments and tasks. 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